钉钉上半财年ARR超2亿美元，预计2025年盈亏平衡

财经天下WEEKLY11-14

对科技潮流，以及新质生产力的“渴求”，写进了钉钉DNA里。11月14日，钉钉在2024秋季钉峰会上，公布了商业化核心进展：2025上半财年ARR（Annual Recurring Revenue，年度经常性收入。自2024年4月1日起计入，截至2024年9月30日）远超2亿美元。按照叶军的计划，钉钉预计将在2025年实现盈亏平衡。和钉钉同处协同办公赛道的公司，包括字节跳动旗下的飞书、腾讯旗下的企业...

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2025","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":1,"ARR":1,"BABA":0.6,"HBBD.SI":0.6},"content_text":"对科技潮流，以及新质生产力的“渴求”，写进了钉钉DNA里。11月14日，钉钉在2024秋季钉峰会上，公布了商业化核心进展：2025上半财年ARR（Annual Recurring Revenue，年度经常性收入。自2024年4月1日起计入，截至2024年9月30日）远超2亿美元。按照叶军的计划，钉钉预计将在2025年实现盈亏平衡。和钉钉同处协同办公赛道的公司，包括字节跳动旗下的飞书、腾讯旗下的企业微信。今年9月，飞书曾宣布，预计2024年ARR将突破3亿美元。目前，飞书尚处于投入期，离盈利还有距离；企业微信尚未公布营收数据，但今年初曾披露计划在2024年内盈利。“钉钉已经跑出一条适合中国to B行业的商业化路径。”钉钉总裁叶军表示。近一年来，钉钉试水商业化，通过PLG（产品Product驱动和底座PaaS驱动）+SLG（销售Sales驱动和服务Service驱动）的模式，用超级体验和超级服务不断为企业服务做深价值。叶军认为，钉钉启动商业化一年以来，本财年上半年仅仅是软件订阅ARR收入已经远超2亿美元，这代表着钉钉的商业模式已经成立。峰会现场，钉钉公布了低空经济行业数据：截至目前，60%以上的低空经济企业都已上钉钉。6家已申请载人试航的企业中，已有沃飞长空、御风未来等4家使用钉钉。钉钉联合引力波、松应科技、积梦智能、金梦航空四大生态伙伴，携手发布了低空经济行业专属的数字化解决方案。这套方案包含了钉钉文档、Teambition在正向和逆向项目管理等方面的能力，帮助客户打造“液态化”、可流动也可沉淀的知识体系，形成研发项目管理和协同一体化的管理体系，同时提供低代码平台以满足灵活多变、高增长的业务形态。此次峰会上，钉钉还宣布面向企业关键场景推出“精选AI助理”，首批已上线工单助理、Excel助理、法务助理等6大AI助理。同时，钉钉联合生态伙伴发布行业AI解决方案，覆盖制造、医疗、零售、教育等行业。（赵小天/文 李不清/编辑）查看原图 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